Best Financial Advisors in Goodyear

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Goodyear, AZ

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

American Wealth Advisers logo
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American Wealth Advisers

1616 N Litchfield Rd Suite 260, Goodyear, AZ 85395
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Business Description

American Wealth Advisers provides various financial services for clients throughout Goodyear and the surrounding cities. This independent firm offers financial planning using its six-level process. It provides clients with customized financial plans and conducts follow-up and alignment meetings and account monitoring. It assists clients in dealing with investment management, budget and cash flow, retirement projections, and education, estate, and tax planning matters. From 2013 to 2015, the firm was listed among Phoenix Magazine's Top Wealth Managers.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ARQ Wealth Advisors logo
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ARQ Wealth Advisors

14500 N Northsight Blvd, Suite 200, Scottsdale, AZ 85260
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

ARQ Wealth Advisors is a consulting firm that offers financial and retirement planning services for customers based in the Goodyear area. Its financial advisors have more than 20 years of advisory experience and possess multiple credentials, such as CFA, RICP, AIF, and CFP. They develop individualized plans to meet clients' unique financial situations. They have a Wealth Apex program that involves wealth management and financial planning designed for non-profit organizations, trusts, individual investors, and businesses. Investment management and portfolio risk management services are also available.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Asset Preservation logo
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Asset Preservation

11323 W Bell Rd. #301, Surprise, AZ 85378
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Business Description

Asset Preservation is a financial advisory firm that serves the Goodyear metro and its surrounding areas. Its team of advisors utilizes a three-step financial advisory method that involves certain tasks, like conducting asset reviews, finding appropriate financial strategies, and developing a unique plan of action that can help clients reach their goals. Estate planning, retirement planning, and other tax services are also available to clients who want to efficiently manage their finances. Asset Preservation has been featured on FOX 10, Fortune, and Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Dynamic Wealth Management logo
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Dynamic Wealth Management

14780 W. Mountain View Blvd Suite #211, Surprise, AZ 85374
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  • Certified Financial Planner (CFP)

Business Description

Dynamic Wealth Management caters to families and individuals in the Goodyear metro and nearby areas. It helps clients achieve their financial goals through its estate, retirement, and tax planning solutions. The company also creates long-term care strategies and reviews customers' cash flow and investment portfolios. Its financial advisor, Gary Luna, has been a part of the team since 2012. He is a CPA and a CFP who has been in the industry for more than two decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.6 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fullerton Financial Planning logo
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Fullerton Financial Planning

14155 N. 83rd Ave., Suite 144, Peoria, AZ 85381
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Fullerton Financial Planning is an independent firm that serves clients in Goodyear. It evaluates their financial situation and formulates long-term care strategies. Its services cover financial, retirement, and Medicare planning and investment management. The firm also provides financial advice on investment assets, including bonds, equities, securities, and real estate. Stephanie Fullerton, its president, has a weekly radio show and appears on her own television show—Fullerton Financial Hour. She has also published a book that serves as a financial guide.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hillspring Financial logo
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Hillspring Financial

12213 W. Bell Rd., Suite 209, Surprise, AZ 85378
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  • Retirement Planning
  • Tax Planning

Business Description

Hillspring Financial offers services to help individuals in Goodyear put their finances in order and implement ways to grow them. Its advisors analyze individuals' cash flow and counsel them in budgeting their money. They help in managing risks by obtaining appropriate insurance products. The financial consultants offer insight on investment options like IRAs to help in retirement income accumulation. In addition, they strategize clients' employee benefits, investment, income tax, retirement, and estate planning. President Kent G. Forsey has a CFP designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Independent Wealth Management & Insurance Services logo
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Independent Wealth Management & Insurance Services

9844 W. Yearling Road, Suite D1160, Peoria, AZ 85383
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Independent Wealth Management & Insurance Services is a team of financial advisors serving Goodyear and the surrounding areas. The firm specializes in retirement income strategies, wealth management, investments, asset protection strategies, and IRA legacy planning. It also offers life insurance plans and annuities. Its team of professionals helps with estate and tax planning, probate, and charitable giving. Martin Guzman, the firm's founder, has been guiding clients on their retirement for almost three decades. He is a member of the National Institute of Certified Estate Planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Jackson Roskelley Wealth Advisors logo
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Jackson Roskelley Wealth Advisors

9590 E Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Jackson Roskelley Wealth Advisors is an independent firm serving individuals, families, women investors, senior executives, and business owners in Goodyear and the surrounding areas. It provides a wide range of financial services, including risk management, and investment, retirement, tax, and estate planning. The president of the company, Jackson Roskelley, has earned the CFP designation and is a former director of programming for the Financial Planning Association of Greater Phoenix. He has also been quoted in Forbes and The Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Prime Wealth Advisors logo
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Prime Wealth Advisors

13843 W. Meeker Blvd Suite 105, Sun City West, AZ 85375
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  • Certified Financial Planner (CFP)
  • Wealth Management

Business Description

Prime Wealth Advisors provides retirement, tax, and estate planning advice and wealth management services to clients in the Goodyear metro. Its team of financial planners and investment managers helps clients in implementing solutions that allow them to structure a secure income stream in retirement. It also works with clients closely during their transition and retirement years to ensure their assets are preserved properly. In support of its service, the firm's members have earned Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (23)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Family Office Phoenix logo
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The Family Office Phoenix

5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
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  • Certified Financial Planner (CFP)

Business Description

The Family Office Phoenix is a wealth management firm that serves clients in the Goodyear area. It provides seven insights on how clients can sustain their wealth. The firm assists clients in building and executing strategic wealth plans. Its process includes learning about the clients' purposes and circumstances and working together to plan for their specific goals. It conducts re-evaluation sessions to adapt to lifestyle changes over the years. The Family Office Phoenix has been in operation for over 10 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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